Fiduciary Counselling Inc Portfolio Holdings

Fiduciary Counselling Inc

  • $39.1 Million
  • Q3 2024

Fiduciary Counselling Inc has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $39.1 Million distributed in 9 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $10.4M, Ishares Tr Russell 1000 ETF with a value of $9.83M, Weyerhaeuser CO with a value of $8.54M, Potlatchdeltic Corp with a value of $5.23M, and Vanguard Index Fds S&P 500 ETF with a value of $3.08M.

Examining the 13F form we can see an increase of $3.96M in the current position value, from $35.1M to 39.1M.

Below you can find more details about Fiduciary Counselling Inc portfolio as well as his latest detailed transactions.

Portfolio value $39.1 Million
ETFs: $14.9 Million
Real Estate: $13.8 Million
Financial Services: $10.4 Million
Basic Materials: $57,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$412B
$10.4 Million 26.5% of portfolio
15
Q2 2023 Reduced 58.33%
$20.9B
$8.54 Million 21.86% of portfolio
252,508
Q3 2024 Added 0.01%
$3.19B
$5.23 Million 13.38% of portfolio
116,109
Q3 2024 Added 0.09%
$547M
$57,000 0.15% of portfolio
2,000
Q1 2020 New

Summary

  • Portfolio
  • No. of Stocks 9
  • Current Value $39.1 Million
  • Prior Value $35.1 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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